NASDAQ:HGBL

Heritage Global (HGBL) Institutional Ownership

$3.07

+0.02 (+0.66%)

(As of 09/22/2023 ET)

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Today's Range: $3.02
▼
$3.08
50-Day Range: $2.92
▼
$4.03
52-Week Range: $1.51
▼
$4.08

Volume: 63,280 shs
Average Volume: 126,574 shs
Market Capitalization: $114.05 million

P/E Ratio: 6.40
Dividend Yield: N/A
Price Target: $5.25

Current Institutional Ownership Percentage: 27.06%
Number of Institutional Buyers (last 12 months): 23
Total Institutional Inflows (last 12 months): $10.49 M

Number of Institutional Sellers (last 12 months): 6
Total Institutional Outflows (last 12 months): $2.26 M

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HGBL Institutional Buying and Selling by Quarter

Heritage Global Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/16/2023	CreativeOne Wealth LLC	18,737	$68K	0.0%	N/A	0.050%
8/15/2023	Walleye Capital LLC	68,402	$0.25M	0.0%	N/A	0.184%
8/15/2023	XTX Topco Ltd	23,055	$83K	0.0%	N/A	0.062%
8/15/2023	Goldman Sachs Group Inc.	36,395	$0.13M	0.0%	N/A	0.098%
8/15/2023	Quadrature Capital Ltd	199,824	$0.72M	0.0%	N/A	0.538%
8/15/2023	Citadel Advisors LLC	127,878	$0.46M	0.0%	+93.0%	0.344%
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8/14/2023	Perritt Capital Management Inc.	355,091	$1.29M	0.7%	-7.3%	0.957%
8/14/2023	State Street Corp	93,166	$0.34M	0.0%	+211.6%	0.251%
8/11/2023	Renaissance Technologies LLC	431,617	$1.56M	0.0%	+142.2%	1.163%
8/11/2023	Cibc World Market Inc.	116,300	$0.42M	0.0%	+38.3%	0.313%
8/11/2023	BlackRock Inc.	141,943	$0.51M	0.0%	+82.5%	0.382%
8/11/2023	Geode Capital Management LLC	281,345	$1.02M	0.0%	+3.6%	0.758%
8/10/2023	Charles Schwab Investment Management Inc.	16,791	$61K	0.0%	N/A	0.045%
8/9/2023	Dimensional Fund Advisors LP	151,796	$0.55M	0.0%	+109.9%	0.409%
8/7/2023	Acadian Asset Management LLC	222,310	$0.80M	0.0%	+940.1%	0.599%
7/31/2023	Mutual Advisors LLC	305,000	$1.10M	0.0%	N/A	0.822%
7/28/2023	Koshinski Asset Management Inc.	1,195,943	$4.33M	0.5%	-20.8%	3.223%
7/27/2023	Virtu Financial LLC	16,591	$60K	0.0%	N/A	0.045%
5/16/2023	Ancora Advisors LLC	276,279	$0.79M	0.0%	-14.2%	0.744%
5/16/2023	Geode Capital Management LLC	271,440	$0.78M	0.0%	+8.4%	0.731%
5/15/2023	Punch & Associates Investment Management Inc.	2,430,750	$6.98M	0.4%	-5.3%	6.550%
5/12/2023	Renaissance Technologies LLC	178,217	$0.51M	0.0%	+53.7%	0.480%
5/12/2023	Prudential Financial Inc.	16,600	$48K	0.0%	+40.7%	0.045%
5/12/2023	Dimensional Fund Advisors LP	72,332	$0.21M	0.0%	+51.1%	0.195%
5/9/2023	Wedbush Securities Inc.	66,500	$0.19M	0.0%	-55.7%	0.179%
5/9/2023	Bank of New York Mellon Corp	15,155	$43K	0.0%	N/A	0.041%
4/25/2023	Ridgewood Investments LLC	163,000	$0.47M	0.3%	+6.5%	0.441%
4/12/2023	Koshinski Asset Management Inc.	1,510,829	$4.34M	0.4%	N/A	4.091%
4/12/2023	Naviter Wealth LLC	29,421	$84K	0.0%	N/A	0.080%
2/15/2023	Virtu Financial LLC	11,213	$26K	0.0%	N/A	0.030%
2/15/2023	Ancora Advisors LLC	322,085	$0.76M	0.0%	-20.9%	0.872%
2/13/2023	Charles Schwab Investment Management Inc.	19,304	$45K	0.0%	N/A	0.052%
2/13/2023	Renaissance Technologies LLC	115,917	$0.27M	0.0%	+21.2%	0.314%
2/13/2023	Geode Capital Management LLC	250,316	$0.59M	0.0%	+3.0%	0.678%
2/9/2023	Dimensional Fund Advisors LP	47,880	$0.11M	0.0%	+84.1%	0.130%
1/31/2023	Wedbush Securities Inc.	150,000	$0.35M	0.0%	-6.3%	0.406%
11/15/2022	Perritt Capital Management Inc.	413,424	$0.67M	0.4%	+36.7%	1.119%
11/14/2022	Renaissance Technologies LLC	95,671	$0.15M	0.0%	-17.1%	0.260%
10/18/2022	Bailard Inc.	31,718	$51K	0.0%	N/A	0.086%
10/13/2022	Ridgewood Investments LLC	153,000	$0.25M	0.2%	+4.5%	0.415%

8/15/2022	State Street Corp	23,870	$36K	0.0%	+101.4%	0.065%
8/13/2022	Renaissance Technologies LLC	115,417	$0.17M	0.0%	+82.6%	0.315%
7/21/2022	Wedbush Securities Inc.	160,000	$0.24M	0.0%	+79.0%	0.436%
7/19/2022	Ridgewood Investments LLC	146,418	$0.22M	0.2%	+10.1%	0.399%
7/12/2022	Koshinski Asset Management Inc.	1,488,443	$2.23M	0.2%	N/A	4.058%
5/13/2022	Ancora Advisors LLC	347,502	$0.99M	0.0%	-14.7%	0.947%
5/13/2022	Vanguard Group Inc.	1,203,589	$1.63M	0.0%	-2.6%	3.281%
4/19/2022	Wedbush Securities Inc.	89,375	$0.12M	0.0%	+87.5%	0.244%
1/14/2022	Koshinski Asset Management Inc.	1,449,321	$2.71M	0.2%	+10.4%	3.962%
1/13/2022	Wedbush Securities Inc.	47,662	$89K	0.0%	+242.0%	0.130%
11/15/2021	Ancora Advisors LLC	459,420	$0.90M	0.0%	+18.0%	1.266%
10/12/2021	Koshinski Asset Management Inc.	1,312,321	$2.57M	0.2%	+156.5%	3.616%
10/8/2021	Wedbush Securities Inc.	13,938	$27K	0.0%	N/A	0.038%
8/13/2021	Renaissance Technologies LLC	48,729	$0.12M	0.0%	+77.1%	0.137%
8/13/2021	Ancora Advisors LLC	389,297	$0.99M	0.0%	+12.0%	1.091%
8/13/2021	Geode Capital Management LLC	147,325	$0.37M	0.0%	+12.6%	0.413%
8/13/2021	Vanguard Group Inc.	1,236,606	$3.13M	0.0%	-2.2%	3.467%
8/12/2021	Dimensional Fund Advisors LP	24,520	$62K	0.0%	N/A	0.069%
5/19/2021	Virtu Financial LLC	28,911	$82K	0.0%	N/A	0.081%
5/18/2021	Millennium Management LLC	21,006	$60K	0.0%	-73.8%	0.059%
5/18/2021	Punch & Associates Investment Management Inc.	2,244,185	$6.40M	0.4%	+4.0%	6.291%
5/18/2021	Perritt Capital Management Inc.	249,189	$0.71M	0.4%	+837.2%	0.699%
5/13/2021	Renaissance Technologies LLC	27,517	$78K	0.0%	N/A	0.077%
5/12/2021	Geode Capital Management LLC	130,815	$0.37M	0.0%	N/A	0.367%
5/6/2021	Koshinski Asset Management Inc.	912,321	$2.60M	0.3%	N/A	2.558%
4/27/2021	Ridgewood Investments LLC	130,000	$0.37M	0.2%	+4.0%	0.368%
2/16/2021	Punch & Associates Investment Management Inc.	2,158,630	$5.74M	0.4%	+968.6%	6.134%
2/13/2021	Ancora Advisors LLC	148,006	$0.39M	0.0%	N/A	0.421%
2/11/2021	Northern Trust Corp	45,949	$0.12M	0.0%	N/A	0.131%
11/16/2020	Punch & Associates Investment Management Inc.	202,000	$0.46M	0.0%	N/A	0.574%

(Data available from 1/1/2016 forward)

HGBL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HGBL shares?: During the previous two years, 27 institutional investors and hedge funds held shares of Heritage Global. The most heavily invested institutionals were Punch & Associates Investment Management Inc. ($6.98M), Koshinski Asset Management Inc. ($4.33M), Vanguard Group Inc. ($1.63M), Renaissance Technologies LLC ($1.56M), Perritt Capital Management Inc. ($1.29M), Mutual Advisors LLC ($1.10M), and Geode Capital Management LLC ($1.02M).Learn more on HGBL's institutional investors.
What percentage of Heritage Global stock is owned by institutional investors?: 27.06% of Heritage Global stock is owned by institutional investors. Learn more on HGBL's institutional investor holdings.
Which institutional investors have been buying Heritage Global stock?: Of the 25 institutional investors that purchased Heritage Global stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Koshinski Asset Management Inc. ($3.94M), Renaissance Technologies LLC ($0.39M), Mutual Advisors LLC ($0.31M), Acadian Asset Management LLC ($0.20M), Quadrature Capital Ltd ($0.20M), Wedbush Securities Inc. ($0.16M), and Dimensional Fund Advisors LP ($0.13M).

How much institutional buying is happening at Heritage Global?: Institutional investors have bought a total of 6,091,012 shares in the last 24 months. This purchase volume represents approximately $15.06M in transactions.
Which Heritage Global major shareholders have been selling company stock?: The following institutional investors have sold Heritage Global stock in the last 24 months: Koshinski Asset Management Inc. ($0.31M), Ancora Advisors LLC ($0.19M), Punch & Associates Investment Management Inc. ($0.14M), Wedbush Securities Inc. ($93.50K), Vanguard Group Inc. ($32.16K), Perritt Capital Management Inc. ($28K), and Renaissance Technologies LLC ($19.75K).
How much institutional selling is happening at Heritage Global?: Institutional investors have sold a total of 814,607 shares in the last 24 months. This volume of shares sold represents approximately $2.38M in transactions.

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This page (NASDAQ:HGBL) was last updated on 9/23/2023 by MarketBeat.com Staff

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Heritage Global (HGBL) Institutional Ownership

HGBL Institutional Buying and Selling by Quarter

Heritage Global Major Shareholders & Ownership History

HGBL Institutional Ownership - Frequently Asked Questions

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Heritage Global (HGBL) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Heritage Global (NASDAQ:HGBL)

HGBL Institutional Buying and Selling by Quarter

Heritage Global Major Shareholders & Ownership History

HGBL Institutional Ownership - Frequently Asked Questions